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TD Private Client Wealth’s UWM Holdings UWMC Stock Holding History

TD Private Client Wealth’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,212
Closed -$10K – 1295
2022
Q1 		$10K Buy
+2,212
New +$10.7K ﹤0.01% 1041

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TD Private Client Wealth's UWMC Position: Q2 2022 in Review

TD Private Client Wealth sold out of UWM Holdings (UWMC) in Q2 2022, closing a stake of 2,212 shares — an estimated $10K sold.

TD Private Client Wealth first reported a position in UWMC in Q1 2022 and held it in 1 quarter. The position peaked at $10K in Q1 2022. 145 funds tracked by Wall St. Rank hold UWMC as of Q2 2022.

  • TD Private Client Wealth reported no remaining UWM Holdings position as of Q2 2022 after selling out during the quarter.
  • TD Private Client Wealth sold 2,212 UWM Holdings shares in Q2 2022, an estimated $10K.
  • TD Private Client Wealth first reported a position in UWM Holdings in Q1 2022 and held it in 1 quarter.
  • TD Private Client Wealth's UWM Holdings position peaked at $10K in Q1 2022.
  • 145 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2022.

Based on TD Private Client Wealth's 13F filing for Q2 2022, filed 16 Aug 2024.